See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,426 | $80,968-10.6% | $96,544-25.0% | $75,163-3.6% |
| Participation rate | 46.4% | 71.8%-25.3pp | 76.0%-29.5pp | 67.2%-20.8pp |
| Annual return | 18.95% | 27.06%-8.1pp | 25.84%-6.9pp | 160.62%-141.7pp |
| Employer contribution / active EE | $1,077 | $2,282-52.8% | $2,965-63.7% | $2,670-59.7% |
| Participant deferral / active EE | $2,793 | $3,928-28.9% | $4,851-42.4% | $4,125-32.3% |
| Admin fee / account holder | $2,880 | $6,724-57.2% | $8,252-65.1% | $5,651-49.0% |